Filed May 8, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP, INC Service code 28 · EIN 20-0361079 | Investment Management | $22,500 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,700 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,943 | $101,523+78.2% | $141,162+28.2% | $77,787+132.6% |
| Participation rate | 86.9% | 77.4%+9.6pp | 82.5%+4.5pp | 73.2%+13.7pp |
| Annual return | 18.85% | 56.22%-37.4pp | 71.39%-52.5pp | 32.57%-13.7pp |
| Employer contribution / active EE | $1,577 | $3,341-52.8% | $4,735-66.7% | $2,504-37.0% |
| Participant deferral / active EE | $8,499 | $6,434+32.1% | $6,709+26.7% | $3,967+114.2% |
| Admin fee / account holder | $8 | $92-91.8% | $10,261-99.9% | $100-92.5% |